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Issuing MoC

  • 5/1/2024 Issuing MoC Webinar

    A Zoom screenshot from the Issuing Magazines on Cartridge webinar show presenter Katy Patrick in the upper right corner and the KLAS Serials Module taking up the rest of the image.

    On May 1, 2025 we got together and talked magazines on cartridge (MoC)! We shared the current status and coming improvements, answered questions, and did our best to start you out on the right foot. As usual, this session was recorded for those who can't join us live.

    • What: Issuing Magazines on Cartridge (MoC) Webinar
    • Presenter: Katy Patrick,Technical Writer, Keystone Systems
    During this webinar we maxed out the 100 attendee limit on Zoom for the first time, so we tried upping our max to 500 as it was ongoing, which required us to stop and restart the webinar in our attempt. We recommend watching Part 2 first which has the vast majority of the information presented. Part 1 is the first 15 minutes prior to restarting.

    5/1/24 Issuing Magazines on Cartridge (MoC) Webinar Part 2 

    5/1/24 Issuing Magazines on Cartridge (MoC) Webinar Part 1  

    Query to find BARD Only Patrons with Active Subscriptions

    Here's the query Erin, AZ, requested during the webinar to find BARD Only patrons with active subscriptions:

    Quick Search-

    • Main Status | Equals | a

    Advanced Search-

    • Media | Pat Medium | Equals | db
    • Media | ServeCode | Equals | bard [or "ob" or whatever code is used for "BARD only" patrons]
    • Subscription | KLAS ID | [see below]
    • Subscription | End Date | Is Blank

    For the subscription IDs, either use "In" and a comma-separated list of all MoC Serials
    OR
    use "Not In" and a list of the most common non-MoC serials, ex: SER-TBT2,SER-TBT4,SER-TBN2,SER-TBN9,SER-DDB9,SER-NWL8,SER-CAW1,SER-CAP1,SER-VET9,SER-CAL2

    This query is not perfect, but it should give you a reasonable list of BARD-only patrons with active subscriptions (which may or may not be MoC serials) for you to review.

    Bear in mind that these patrons have been receiving MoC Direct serials despite their BARD Only status, and may want to continue receiving them.

  • 5/1/2024 Issuing MoC Webinar

    A Zoom screenshot from the Issuing Magazines on Cartridge webinar show presenter Katy Patrick in the upper right corner and the KLAS Serials Module taking up the rest of the image.

    On May 1, 2025 we got together and talked magazines on cartridge (MoC)! We shared the current status and coming improvements, answered questions, and did our best to start you out on the right foot. As usual, this session was recorded for those who can't join us live.

    • What: Issuing Magazines on Cartridge (MoC) Webinar
    • Presenter: Katy Patrick,Technical Writer, Keystone Systems
    During this webinar we maxed out the 100 attendee limit on Zoom for the first time, so we tried upping our max to 500 as it was ongoing, which required us to stop and restart the webinar in our attempt. We recommend watching Part 2 first which has the vast majority of the information presented. Part 1 is the first 15 minutes prior to restarting.

    5/1/24 Issuing Magazines on Cartridge (MoC) Webinar Part 2 

    5/1/24 Issuing Magazines on Cartridge (MoC) Webinar Part 1  

    Query to find BARD Only Patrons with Active Subscriptions

    Here's the query Erin, AZ, requested during the webinar to find BARD Only patrons with active subscriptions:

    Quick Search-

    • Main Status | Equals | a

    Advanced Search-

    • Media | Pat Medium | Equals | db
    • Media | ServeCode | Equals | bard [or "ob" or whatever code is used for "BARD only" patrons]
    • Subscription | KLAS ID | [see below]
    • Subscription | End Date | Is Blank

    For the subscription IDs, either use "In" and a comma-separated list of all MoC Serials
    OR
    use "Not In" and a list of the most common non-MoC serials, ex: SER-TBT2,SER-TBT4,SER-TBN2,SER-TBN9,SER-DDB9,SER-NWL8,SER-CAW1,SER-CAP1,SER-VET9,SER-CAL2

    This query is not perfect, but it should give you a reasonable list of BARD-only patrons with active subscriptions (which may or may not be MoC serials) for you to review.

    Bear in mind that these patrons have been receiving MoC Direct serials despite their BARD Only status, and may want to continue receiving them.

  • Issuing MoC: Serial Cleanup

    A magazine rack with many different kinds of magazines. Floating over the image is the caption "Issuing M O C: Serial Cleanup".

    If you watched the recent Webinar on Issuing MoCs, you know that I strongly encouraged everyone to clean up their Serials... but what exactly should you be checking? 

    As we get the first waves of libraries converted, I'm getting a crash course in what to look for and what our programs need to work, so here's the run-down! 

    1. Active Serials

    All of your active Serials need four things. The first three are on the title tab:

    • Medium: DB
    • Publisher: CMLS (It's fine to have the description spelled out, but the Code should be CMLS)
    • Serial Type: Dir / Direct

    Screenshot of the Serial Title tab. Tab twice to Medium, three times to Publisher, then seven times to Serial Type.

    For cleanliness sake, I also recommend making sure the Status is Active, and the Reading Level and Language are set appropriately, but the above are what we need for the program to make a local copy.

    We also need an active Caption, which should look about like this. If you have MoC Dir serials without captions, please compile a list and send it to us.

    The serials Captions tab, alt-4. Active yes/no is the first field when adding a new caption. Shift-tab to pattern.

    2. Long-Discontinued Serials

    At this point, we're recommending that the longest-discontinued serials be excluded from our copy programs. They've been unavailable for quite some time. 

    If you agree to let these lie, please:

    • Clear the Publisher field
    • Set the Title Status to Withdrawn
    • Include Discontinued or similar in the Title.

    (Note: even for titles like these that you do not intend to circulate again, please do not delete serial title records, at least not without checking in with customer support to make very, very sure that nothing is still referencing the title.)

    If you decide that you want to keep any of these for the option of sending back-issues, you need to either Cancel or Delete all active subscriptions for them, or patrons will get a very old serial issue. (See below for more details on clearing subscriber lists).

    Any that you want to keep will also need the active serial info above, and something added to the Title to make it clear that the serial is discontinued.

    Long-discontinued Serials list:

    • AMH7American Heritage - Discontinued Fall 2012
    • BRD4Das Beste aus Reader's Digest - Discontinued Mar 2020
    • BUE3Buenhogar - Discontinued Spring 2009
    • CPZ4Smart Computing - Discontinued Oct 2013
    • DBF4Diabetes Forecast - Discontinued  Sep 2020
    • JFA4Journal Francais d'Amerique - Discontinued Dec 2021
    • MNY4Money  - Discontinued Jun 2019
    • NGT4National Geographic Traveler - Discontinued Dec 2019
    • OCI7 Cowboys and Indians - discontinued Fall 2020 
    • OPR4 O, The Oprah Magazine - Discontinued Dec 2020
    • PBY7Playboy - Discontinued Jan 2021
    • SVT4Seventeen - Discontinued Dec 2018
    • UNW7U.S.News & World Report - Discontinued Jun 2009
    • YAM4Young Adult Magazine of the Month - Discontinued Dec 2013
    • YOG4Yoga Journal - Discontinued Dec 2023 (no issues on BARD)
    • ZIG3Matilda Ziegler - Discontinued Nov 2009

    3. Recently-discontinued Serials

    These titles are more recently discontinued and patrons may be more likely to want back issues.

    For these, you need to either Cancel or Delete all active subscriptions for them, or patrons will get an old serial issue (that they've presumably read before anyways).

    Set the filter at the top of the Subscribers tab to Active, so that only the current subscriptions will show. Then, go through each and either:

    • Update the subscription (Ctrl-o), add today's date in the End Date, and Save (Ctrl-s)
    • Delete the subscription (Ctrl-d; enter to confirm). 

    Cancelling by adding an End Date is preferable because it leaves a record of who was subscribed before. If the magazine resumes, you can resume the subscriptions by deleting the End Dates.(But if you have a long list, Deleting is faster.) 

    We are working on a tool to help bulk cancel subscriptions, so if you have a later transition date and/or long subscriber lists on discontinued Serials, you might wait to see if we can get it to you in time. 

    Finally, please make sure that the serial includes everything needed for Active serials: Medium: DB, Publisher: CMLS, Serial Type: Dir, and a Caption.

    Most Recently discontinued Serials:

    • AMH4American History - Discontinued Spring 2024
    • DOG4Dogster - Discontinued Fall 2023
    • OTL4Outdoor Life - Discontinued  Spring 2023
    • WRT4The Writer - Discontinued Sept 2023

    Dealer's Choice Serials:

    Finally, there are two in-between discontinued serials, and you can decide which of the above lists they belong in:

    • PES4 People en Espanol - Discontinued Apr 2022
    • PSM4 Popular Science - Discontinued Dec 2022

    4. Merged Serials

    There are two pairs of merged serials that need review.

    For Odyssey / Muse:

    • ODY4 - Make sure the title reflects the dual nature of this serial
    • ODY4 - Needs Publisher: CMLS, Serial Type: Dir, Medium: DB
    • ODY4 - Needs both the odyssey and the muse caption/pattern, with the muse caption being the active one
    • ODY7 / MUE4 / MUE5 - whatever the library has for Muse (BARD Back issues only) - needs to have the publisher cleared

    Captions:

    • odyssey_@chron1@-@chron2@ 
    • muse_@chron1@-@chron2@
    For Ebony / Essence:
    • EBN4 - needs to have the Ebony caption/pattern
    • ESS4 - needs to have the Essence caption/pattern
    • ESS4 - needs Publisher: CMLS, Serial Type: Dir, Medium: DB
    • Your choice whether EBN4 should be copied to allow back-issues sent on demand (if not, remove the Publisher)
    • Active Patron Subscriptions should be on ESS4
    • Check EBN4 for subscriptions added after 2019 - It was announced as returning in 2023 and then withdrawn. Libraries should follow up with those patrons.

    Captions:

    • ebony_@chron1@-@chron2@
    • essence_@chron1@-@chron2@

    In Closing

    Thank you for making it this far--sincerely. All of this cleanup will mean that you get all the issues you want loaded, but no ancient history getting duplicated and mailed out. It will help keep your first round of MoC Orders reasonable, and it will make the conversion process a lot smoother.

    If you have questions, let us know. We will also be working on the libraries coming up for conversion next, so do not fear if you see some of these changing happening "on their own". It isn't the cataloging fairy; it's Katharina and I. (Although, maybe Katharina is the cataloging fairy...)